Strategic Financial Guidance Delivered 100% Remotely
We specialize in three essential services that growing businesses need most: strategic tax planning, reliable monthly accounting, and executive-level financial guidance. Each service is designed to work together, providing you with a complete financial foundation for sustainable growth.
Proactive tax planning that goes beyond basic preparation. We help you minimize tax liability through strategic planning, business structure optimization, and year-round guidance.
Reliable, accurate monthly accounting that gives you the financial clarity you need to make confident business decisions. From bookkeeping to financial reporting, we handle it all.
Get CFO-level strategic guidance without the full-time cost. We provide the financial leadership and insights you need to scale your business successfully.
We understand the unique challenges of scaling a business. Our remote-first approach, combined with decades of experience, delivers the expertise you need with the flexibility you want.
We focus exclusively on businesses with $500K-$5M in revenue who are ready to scale. This specialization means we understand your specific challenges and opportunities.
Work with us from anywhere. Our cloud-based systems and remote processes mean you get top-tier service without geographic limitations or travel time.
Led by Candice Tyson, CPA, our team brings decades of experience helping businesses navigate complex financial challenges and growth opportunities.
Our three core services work together seamlessly. Your tax strategy informs your accounting, which supports your CFO-level planning—creating a comprehensive financial foundation.
Our proven process ensures you get the right level of support for your business needs, delivered efficiently and effectively.
We start with a comprehensive review of your current financial situation, systems, and goals to understand exactly what you need.
Based on our assessment, we create a tailored service plan that addresses your specific needs and growth objectives.
We become your trusted financial partner, providing regular support, insights, and guidance as your business grows and evolves.
While each service delivers value on its own, they're designed to work together for maximum impact on your business growth.
Informs business decisions and structure
Provides accurate data for planning
Leverages both for strategic guidance
When combined, these services create a comprehensive financial foundation that supports confident decision-making, optimizes tax efficiency, and drives sustainable growth.